Portfolios & funds
Compare the features, benefits and risks of the three main routes to invest with atomos.
Get in touch
Compare the features, benefits and risks of the three main routes to invest with atomos.
Get in touchDiversified investment opportunities
A lot of careful work goes into crafting your atomos investment portfolio.
A diversified investment strategy offering a blend of different asset types can be one of the best ways to protect and grow your wealth.
Our portfolios invest across a wide range of global stock markets, including emerging markets, as well as bonds from issuers across the world. We may also hold property and infrastructure investments as a way to protect against inflation.
Whether you’re an adventurous investor, more cautious, or somewhere in between, we can guide you to the strategy that’s most appropriate for you.
Giles Marriage
Head of Portfolio Management
Also known as 'MAF'
Our Multi-Asset Funds give you access to some of the world’s best fund managers and strategies some of which are not typically available to individual investors. When you invest in our Multi-Asset Funds, you pool your money with other investors and hold units in a single fund. The mix of investments reflects higher or lower risk grades - funds with higher risk levels will typically have a higher proportion of stocks than bonds. atomos Multi-Asset Funds are officially named the IFSL atomos OEIC and segregated into five sub-funds.
Get in touchMulti-Asset Fund factsheets
Also known as 'MPS'
Our Model Portfolio Service allows you to invest across a wide range of some of the best-in-class fund managers selected by experts. When you invest through our Model Portfolio Service, you’re buying small holdings in a wide range of different funds to make up your overall portfolio. We rebalance the portfolios regularly to keep them in line with their objectives.
Get in touchModel Portfolio factsheets
You can find factsheets for the atomos Active Model Portfolio, Index Model Portfolio and Socially Responsible Model Portfolio here.
Not sure where you're invested?
Refer to your Suitability Report or ask your adviser.
Our Discretionary Fund Management Service is for people who need a more tailored investment strategy that includes funds and direct equities and is designed to meet your specific objectives.
We might recommend you connect with both an atomos financial planner and a portfolio manager for a more bespoke approach to investing.
We can also work with financial advisers, accountants or other professionals you already have a relationship with.
Are you a financial adviser looking for a DFM provider?
Connect with us to learn more about discretionary fund management at atomos.
Also known as 'AIM'
We understand you’ll want to pass on as much of your money as possible to the next generation when the time comes. We have different strategies we can use to reduce the inheritance tax (IHT) due on your estate, one of which is investing in a portfolio of shares listed on the Alternative Investment Market (AIM) that qualify for business relief. This could be an option for you if you’re looking for an effective way to pass on your wealth. Currently, qualifying investments are eligible for 100% IHT relief but this reduces to 50% from April 2026.
Get in touchOur bespoke investment services are for high net worth private clients or organisations who may need a more tailored approach to investing.
Our portfolio managers build an investment strategy tailored to reflect your unique preferences and requirements. It will always be based on the investment views we hold in our core investment solutions.
We'll manage your portfolio on a discretionary basis, which means we make day-to-day investment decisions on your behalf.
Contact us to learn more about our bespoke investing service.
What you get from our discretionary services:
Email or call us with any questions
Find your nearest atomos office or portfolio manager
Discover our teamWe’re ready to listen. Get in touch and arrange a free consultation to find out if you could achieve your goals with financial planning.
The value of investments and any income from them can fall and you may get back less than you invested.
The value of investments and any income from them can fall and you may get back less than you invested.
